Janus Henderson Enterprise Fund Class D (JANEX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JANEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JANEX
JANEX charges 0.79% annually. There are 43 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | JANEX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | JANEX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | JANEX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 34.80B | Sep 2011 | JANEX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | JANEX vs VMFGX |
Best Risk-Adjusted Alternatives to JANEX
JANEX has a PortfoliosLab risk / return rank of 19. There are 41 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 84 | 32.70B | Aug 1995 | JANEX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 75 | — | Nov 2004 | JANEX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 74 | — | Jun 1998 | JANEX vs MGOYX | |
| Timothy Plan Aggressive Growth Fund | 63 | — | Oct 2000 | JANEX vs TAAGX | |
| USAA Extended Market Index Fund | 62 | — | Oct 2000 | JANEX vs USMIX |
Top Performing JANEX Alternatives (YTD)
JANEX is at 7.61% YTD. There are 62 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 35.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 35.91% | — | Dec 2016 | JANEX vs NEEIX | |
| Needham Growth Fund | 35.60% | — | Jan 1996 | JANEX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 34.57% | — | May 2007 | JANEX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.25% | — | Oct 2000 | JANEX vs TAAGX | |
| Kinetics Paradigm Fund | 23.11% | — | Dec 1999 | JANEX vs WWNPX |
Lowest Volatility Alternatives to JANEX
JANEX has 14.36% 1-year volatility. There are 13 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.07% | — | May 2021 | JANEX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.41% | — | May 2010 | JANEX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | JANEX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | JANEX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | JANEX vs PMEGX |
Lowest Drawdown Alternatives to JANEX
JANEX has a 1-year max drawdown of -11.40%. There are 34 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | JANEX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | JANEX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | JANEX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | JANEX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | JANEX vs FAMVX |
Other Mutual Funds from Janus Henderson
The 10 most viewed Janus Henderson mutual funds shown here include JNGTX, JNRFX, JAGTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 30 | 21.24% | — | Dec 1998 | JANEX vs JNGTX | |
| Janus Henderson Research Fund Class D | Large Cap Growth Equities, Actively Managed | 9 | 2.45% | — | May 1993 | JANEX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 30 | 21.17% | — | Dec 1998 | JANEX vs JAGTX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 8 | 1.92% | — | May 1997 | JANEX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 27 | 3.84% | — | Aug 1992 | JANEX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 44 | 13.84% | — | Feb 2005 | JANEX vs JANIX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 20 | 15.10% | — | Feb 2000 | JANEX vs JACNX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 30 | 21.27% | — | Dec 1998 | JANEX vs JATIX | |
| Janus Henderson Forty Fund Class D | Large Cap Growth Equities | 8 | 2.14% | — | Dec 2009 | JANEX vs JFRDX | |
| Janus Henderson Global Select Fund | Global Equities | 37 | 8.99% | — | Jun 2000 | JANEX vs JANRX |
Often Compared With JANEX
Investors most often compare JANEX with VOO, SPY, VIMCX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare JANEX with Any Fund or Stock
Compare JANEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JANEX with funds that move differently
Janus Henderson Enterprise Fund Class D alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JANEX.
Explore JANEX Diversifiers